Message from Terry Dillon — CEO

07 Dec 2018

By Terry Dillon

2018 saw the return of investment market volatility after an extended period of relative calm and almost a decade of strong equity market returns. Furthermore, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has put the spotlight on instances where clients have been let down by the industry.

In 2019 we expect to see significant changes that will impact all sectors of the financial services industry including the banks, wealth managers, insurers, superannuation providers and advisers more generally. We will embrace any change that comes but keep a clear focus on helping you achieve your goals. Our commitment, as always, is to work with you to:

  • Understand your unique circumstances
  • Set you on a path to financial security
  • Continue to measure, track and adjust your strategy as conditions or your situation changes.

Each year we review all areas of our service with a client-first focus. This year we will launch a digital data collection   portal that marks the beginning of significant enhancements to our advice tools.  We also survey our clients every year to gather feedback on how we are performing as your financial partner and how we can serve you better in the future. Pleasingly, 3000 of you responded and the overall results were very positive, and even improved on the great results from last year’s survey. One of the consistent pieces of feedback from clients was about wanting more proactive communication outside of the progress meetings. We have taken this on board and you can expect more targeted and regular communication from Shadforth in 2019.

I would like to thank you again for your ongoing trust in your adviser and the broader Shadforth team.

We wish you and your family a fantastic end to 2018 and a healthy and prosperous 2019.

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